Pipeline
Jobs
Every lead, active job, and closeout in one field-ready pipeline.
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Trade mix
Your jobs by trade. One record underneath.
- Other / general3 jobsEstimate 1 · Scheduled 1 · In production 1
- Building1 jobLead 1
- Electrical1 jobBilling 1
Selected job
Blue Heron Pool + Screen
- Customer
- Sample Homeowner · Tampa, FL
- Service type
- Pool construction · Proposed, not yet saved
- Trade category
- OTHER · self-reported, not a license check
- Project type
- Private
- Scope
- Gunite pool · paver deck · screened enclosure
Operating record
- Dates / crew
- Jul 14–Aug 28 · 3 assigned
- Proposal package
- Pool + screen · accepted fixture
- Materials
- Pebble finish · pavers · mesh
- Permit / inspection
- Tracked manually · not yet scheduled
- Payment progress
- Deposit recorded
- Claim
- None
- Equipment
- 2 assets on file, not yet linked
CustomerAttached
ScheduleActive
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PaymentProgress
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